FOR SERVICE AND PRODUCT BUSINESSES

Turn a complicated problem into a clear plan.

We help owners win and keep more customers through brand, customer experience, go-to-market, and on-brand content creation and distribution. Where it helps, we add practical AI tools.

A tidy marble work table with notebooks, folders, reading glasses and an espresso, ready for planning.

Book a free 20-minute call

A 20-minute conversation. Within one business day, we’ll send a short written recap: what we heard, up to two options worth exploring, and an honest next step. We plan to record and transcribe the call to prepare your recap. We’ll confirm your permission before starting. If you prefer not to, we’ll take manual notes instead.


Most owners already know something isn’t working.

What usually gets in the way is an unclear picture of the real problem, an untested assumption, or no clear first step. That’s where we start.

A whiteboard with a messy cluster of sticky notes on the left and an arrow pointing to a single red note on the right.

What we do

Problems we help solve

“People don’t understand why they should choose us.”

“We’re getting inquiries, but too few become customers.”

“We have a great offering, but we’re not sure how to bring it to market.”

“We’re creating content, but it’s not reaching or connecting with the right people.”

Brand

Be clear about who you serve and why they should choose you.

Customer experience

Fix the moments where inquiries, quotes, and purchases stall.

Go-to-market

Choose who to reach, what to offer, and how to bring it to market.

On-brand content creation and distribution

Content in your voice that reaches the right people.


Your free first conversation

  1. Book a free 20-minute call.

  2. Tell us where customers stall.

  3. Get a short written recap within one business day.

  4. If paid help makes sense, we’ll explain the next step and the price. If it doesn’t, we’ll say so.

How a SUMMA engagement works, in four steps. 1. Clarify: start with what you are trying to achieve, then find the real problem in the way. 2. Test: find the assumption the plan depends on and pressure-test it. This is where most plans break. 3. Decid
How a SUMMA engagement works, in four steps. 1. Clarify: start with what you are trying to achieve, then find the real problem in the way. 2. Test: find the assumption the plan depends on and pressure-test it. This is where most plans break. 3. Decid

20+ years leading brand commercialization at large agencies, now focused on service and product businesses. We’ll tell you what we see, recommend clear next moves, and help you put them into action.

Stephen Velasquez, Founder

Stephen Velasquez, founder of SUMMA, smiling in a black and white portrait.

What guides our work

Clarity. Say what the problem is in one sentence.

Evidence. Test the assumption before betting on it.

Action. Thinking only counts when it turns into work.

Integrity. We earn trust through the work.


Let’s talk about the problem you keep circling.

You don’t need to have the answer, or even know exactly what’s going wrong.

A free 20-minute call, and a short written recap within one business day.

Book a free 20-minute call